Anic Equity¶
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Total return since start: 0.569 %¶
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Equity now: -----------------------------> 47936.82 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46541.77 Kr¶
PnL: ---------------------------------------> -346.8 Kr¶
DD now: ---------------------------------> -1.425 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-23 17:19:51.753770'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | 2.150000 | 3213.600000 | 242.600000 | 8.170000 | 2971.000006 |
| HEBA B | 70 | 2.800000 | 2831.500000 | 195.500000 | 7.420000 | 2636.000010 |
| Corem Property Group B | 59 | 3.080000 | 632.480000 | 55.480000 | 9.620000 | 576.999999 |
| HMS Networks | 2 | 5.260000 | 720.800000 | 47.800000 | 7.100000 | 673.000000 |
| AcadeMedia | 12 | 1.640000 | 603.000000 | 46.000000 | 8.260000 | 557.000004 |
| MedCap | 2 | 4.490000 | 465.000000 | 44.000000 | 10.450000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | 4.020000 | 395.900000 | 40.900000 | 11.520000 | 355.000000 |
| FM Mattsson Mora Group B | 50 | -0.340000 | 2965.000000 | 38.000000 | 1.300000 | 2927.000000 |
| Boozt | 12 | 0.210000 | 1689.600000 | 35.600000 | 2.150000 | 1653.999996 |
| Resurs Holding | 22 | 0.180000 | 602.140000 | 28.140000 | 4.900000 | 573.999998 |
| SAAB B | 8 | -1.210000 | 3398.400000 | 21.400000 | 0.630000 | 3377.000000 |
| OEM International B | 7 | 0.130000 | 546.700000 | 18.700000 | 3.540000 | 527.999997 |
| Intrum | 4 | 1.640000 | 544.800000 | 17.800000 | 3.380000 | 527.000000 |
| Eastnine | 4 | -0.160000 | 508.000000 | 17.000000 | 3.460000 | 491.000000 |
| Norva24 Group | 16 | -0.170000 | 559.040000 | 16.040000 | 2.950000 | 543.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 1.670000 | 576.450000 | 14.450000 | 2.570000 | 562.000005 |
| Coor Service Management Hold. | 8 | 2.020000 | 546.000000 | 14.000000 | 2.630000 | 532.000000 |
| Securitas B | 6 | 3.000000 | 580.920000 | 10.920000 | 1.920000 | 570.000000 |
| Karnov Group | 9 | 0.170000 | 541.800000 | 5.800000 | 1.080000 | 536.000004 |
| Swedbank A | 3 | 0.400000 | 569.550000 | 5.550000 | 0.980000 | 564.000000 |
| CTEK | 13 | 1.450000 | 537.680000 | 3.680000 | 0.690000 | 533.999999 |
| Samhällsbyggnadsbo. i Norden D | 12 | 3.090000 | 248.400000 | 2.400000 | 0.980000 | 246.000000 |
| Creaspac SPAC | 6 | -0.100000 | 577.200000 | 0.200000 | 0.030000 | 577.000002 |
| Handelsbanken A | 5 | 0.320000 | 545.750000 | -0.250000 | -0.050000 | 546.000000 |
| Nordea Bank Abp | 29 | 0.070000 | 3451.000000 | -3.000000 | -0.090000 | 3453.999992 |
| Midsona B | 63 | 2.360000 | 573.300000 | -9.700000 | -1.660000 | 582.999984 |
| Essity B | 2 | -2.290000 | 564.200000 | -9.800000 | -1.710000 | 574.000000 |
| International Petroleum Corp. | 5 | 5.020000 | 575.500000 | -19.070000 | -3.210000 | 594.565215 |
| Essity A | 4 | -1.910000 | 1128.000000 | -21.000000 | -1.830000 | 1149.000000 |
| Sampo Oyj SDB | 7 | -0.910000 | 3808.000000 | -42.000000 | -1.090000 | 3850.000000 |
| Vivesto | 1368 | -2.160000 | 544.460000 | -68.540000 | -11.180000 | 612.999432 |
| Axfood | 13 | -0.250000 | 3651.700000 | -104.300000 | -2.780000 | 3756.000001 |
| OX2 | 18 | -0.560000 | 1440.900000 | -223.100000 | -13.410000 | 1663.999992 |
| Fasadgruppen Group | 35 | 0.200000 | 3493.000000 | -318.000000 | -8.340000 | 3810.999990 |
| Ovzon | 52 | 1.080000 | 2912.000000 | -450.000000 | -13.380000 | 3361.999992 |
| TOTAL | 46541.770000 | -346.800000 | -1.42519% | 46888.564618 |
Updated:¶
'2023-01-23 17:20:04.437591'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
